-18.4%
APTV vs PAYC
+358.9%
-377.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.7% |
| 7D | -5.0% | -5.5% | +0.5% | -3.3% |
| 30D | -6.1% | +3.8% | -9.8% | -7.3% |
| 3M | -33.0% | +65.8% | -98.8% | -44.3% |
| 6M | -35.2% | +68.7% | -103.9% | -47.2% |
| YTD | -40.1% | +38.3% | -78.5% | -48.0% |
| 1Y | -45.6% | -2.4% | -43.2% | -47.0% |
| 3Y | -54.4% | -21.5% | -32.8% | -55.6% |
| 5Y | -68.9% | -52.7% | -16.2% | -64.6% |
| All | -18.4% | +358.9% | -377.3% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling